Template Library Overview

The Template Library allows you to create, edit, and manage templates, fields, and lists used across Compliance Manager modules. From this area, you can customize templates by location, add required or optional fields, and organize content to support consistent data collection and reporting throughout your organization.

How to Access the Template Library

• Navigate to Admin and select Template Library. A Favorite Templates page will appear.

Navigation Panel

Use the left panel to access customizable components:

Templates can be customized per module and assigned to individual or multiple locations.

• Compliance Domains
• Templates
  • Attestations
  • Audits
  • Third Party Management
  • Third Party Contract
  • Employee Management
  • Incidents
  • Risk Assessments
  • Organization Management
  • Document
• Fields
• Lists
• Sections

Template Table Overview

The Template Library table displays key details for each template, including:

• Template Name - click to open and edit the template.
• Category - identifies the template type (e.g., Audit, Incident, Third Party).
• Created By - shows who created the template.
• Date Created - indicates when the template was created.
• Location(s) - displays where the template is assigned. If connected to more than one location, Multiple appear in this column.

Template Customization Options

Within a template, you can add or remove fields, mark fields as required or optional, rearrange field order, include custom content for export, and manage location assignment.

Tips

• Use favorites to easily find frequently used templates.
• Assign templates to the correct locations to ensure proper availability.

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